See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $72,620 |
PNC BANK, N.A.2 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 99 · EIN 22-1146430 | Other Fees | $23,785 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,169 | $92,971-78.3% | $96,683-79.1% | $74,419-72.9% |
| Participation rate | 82.0% | 71.5%+10.4pp | 74.3%+7.6pp | 70.7%+11.3pp |
| Annual return | 13.83% | 37.49%-23.7pp | 35.69%-21.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $567 | $3,426-83.4% | $3,737-84.8% | $2,637-78.5% |
| Participant deferral / active EE | $2,128 | $3,970-46.4% | $4,878-56.4% | $4,528-53.0% |
| Admin fee / account holder | $83 | $633-86.9% | $6,730-98.8% | $348-76.2% |